Gaining to Give

This week features another nonprofit in OKC that is making a huge difference in the lives of individuals and the community.  Calm Waters is an organization that exists to support anyone and everyone who has experienced loss or grief.  Linda Maisch (CEO) and Emily Ahearn (Development & Communications Director) provide background on the organization, share some powerful stories, and offer practical ways that people can get involved. 

If you or someone you know is in need of support for grief or loss, you can find it by visiting calmwaters.org. 

For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com.

This episode is the first in a short series featuring local nonprofit organizations in Oklahoma City that are making an impact through generosity.  This week, Josh is joined by Shawn Baker, Senior Development Coordinator at Hope Is Alive, an organization that offers recovery housing and resources for those caught in addiction.  Shawn's passion for this mission is evident as he talks about his own journey through addiction and all the ways Hope Is Alive is changing lives in the state of Oklahoma and across the country.

If you or someone you know is in need of support for addiction, you can get help by visiting hopeisalive.net.

For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com.

It's no secret there are many benefits of consulting a professional when it comes to your finances, but have you considered that not all Advisors are able to offer their clients the same level of service.  On this week's episode, Josh talks with friend and colleague, Wilson Wise, about his journey of founding his own independent financial advisory firm in Lexington, KY.   In addition to offering more freedom and flexibility for him and his clients, Wilson talks about the ways it has reiterated the importance of generosity in all aspects of life.

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Thais week, Josh encourages us to revisit and reflect on our financial goals we set at the start of the year. Are they still relevant? Have you made the progress you hoped for? Josh also walks through how to evaluate our goals with fresh eyes, identify what might be causing us to fall behind, and explore practical ways to adjust our plans moving forward. Whether you're ahead, behind, or just getting started, this check-in is your chance to realign and refocus for the rest of the year.

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Thanks to various factors like advertising and social media, lifestyle creep is something that many of us fall victim to from time to time.  In this episode, Josh breaks down how to recognize the signs of lifestyle inflation and offers practical tips to keep our spending in check, even as our income grows. 

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

In this week's episode, Josh is joined once again by special guest (and wife), Holly Roche.  Together, they explore the five essential money conversations every couple should have before saying “I do.” From unpacking your financial backgrounds and money mindsets to discussing debt, spending habits, and shared financial goals, they cover the crucial topics that build a strong financial foundation for your future together. Whether you're newly engaged or just starting to talk about money as a couple, or if you know someone who is considering marriage, this episode will provide practical ways to connect, communicate, and plan with purpose.

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Maybe you're someone who has considered using a Financial Advisor but, like many, are intimidated by how it all works.  In this episode, Josh sets out to demystify the process and explains step by step how Roche Wealth goes about customizing a plan based on the unique needs and desires of each client.  

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

In Episode 14, Josh gets personal and shares some of the most important lessons he has learned throughout his financial journey.  You'll hear about his story and how he got to where he is today.  Whether our relationship with money is good or not so good, there are always things we can take away from our experiences to help us grow.

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

In times when the stock market is experiencing extreme fluctuations, it is easy to allow panic to set in, which often-times can lead to impulsive decisions.  In this episode, Josh offers three important things to do while riding the wave that will allow you to come out the other side as good or better than when you started.  Above all, it's critical to stay disciplined and not let short-term volatility affect your long-term plans.  

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

This week's episode is focused on the fear and anxiety that too often creep into our lives.  Whether caused by managing personal finances, investing, or another one of life's challenges, Josh discusses the difference between things we can control and things we can't, and how our perspective can make all the difference. 

For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com